The Swiss Life Investment Foundation is a foundation established by Swiss Life. The purpose of the investment foundation is the collective investment and management of pension assets for our third-party clients.
Tax-exempt Swiss employee benefits institutions may become affiliated with the investment foundation. Primary among these are autonomous and semi-autonomous pension funds, but also collective foundations that manage the savings process and risk insurance separately. The latter are especially suitable for smaller and medium-sized companies that want to outsource their employee benefits completely.
Board of Trustees
The board of trustees is appointed by the investors in a meeting and is largely composed of investor representatives.
Supervisory authority
Our Investment Foundation is subject to supervision by the Supervisory Commission for occupational pensions (OAK BV).
Auditor
The auditor is PricewaterhouseCoopers AG.
Legal
- Articles of Association and Foundation Regulations
- Investment Guidelines
- Investor declaration
- Prospectus for the investment group Real Estate Switzerland Retirement and Healthcare
- Prospectus for the investment group Real Estate Europe Industry and Logistics (CHF)
- Prospectus for the investment group Real Estate Europe Industry and Logistics (EUR)
- Prospectus for the investment group Infrastructure Global (CHF hedged)
- Prospectus for the investment group Infrastructure Global (EUR)
- Prospectus for the Senior Secured Loans (CHF hedged) investment group
- Fee and cost regulations
- Rules for stock exchange holidays
- Stock exchange holidays 2020
Partners
The investment foundation works with the following partners:
- Swiss Life Asset Management Ltd – for the management of the investment groups.
- UBS Switzerland AG – as the custodian bank for the investment foundation.
- UBS Fund Management (Switzerland) AG – for accounting and the calculation of net asset values.
News
Launch of "Real Estate European Industry and Logistics (EUR) / (CHF)" and "Infrastructure Global (CHF hedged) / (EUR)" investment groups by way of capital calls
From autumn onwards, we will be offering new and attractive investment opportunities in real-value assets that will allow you to better diversify your portfolio:
• "Real Estate Europe Industry and Logistics" – An ideal mix for the future
• "Infrastructure Global" – Best of Infrastructure @ Swiss Life
- News investment groups Real Estate Europe Industry and Logistics
- Information investment groups Real Estate Europe Industry and Logistics
- Prospectus for the investment group Real Estate Europe Industry and Logistics (CHF)
- Prospectus for the investment group Real Estate Europe Industry and Logistics (EUR)
- Capital commitments contract (including subscription form) for the launch of the Real Estate Europe Industry and Logistics (CHF) investment group
- Capital commitments contract (including subscription form) for the launch of the Real Estate Europe Industry and Logistics (EUR) investment group
- News investment groups Infrastructure Global
- Information investment groups Infrastructure Global
- Prospectus for the investment group Infrastructure Global (CHF hedged)
- Prospectus for the investment group Infrastructure Global (EUR)
- Capital commitments contract (including subscription form) for the launch of the Infrastructure global (CHF hedged) investment group
- Capital commitments contract (including subscription form) for the launch of the Infrastructure global EUR investment group
- Investor declaration
Herbsttournee der Anlagestiftung Swiss Life 2020
Auch in diesem Jahr orientieren wir Sie via Live-Stream über Neuigkeiten im Angebot der Anlagestiftung Swiss Life sowie über die aktuellen Wirtschafts- und Finanzmarktaussichten.
Zur zwölften Ausgabe der Herbsttournee dürfen wir wiederum einen ganz besonderen Gast begrüssen. Wir freuen uns, dass wir für dieses Jahr Dr. Daniel Koch als Gast gewinnen konnten.
Datum und Zeit Live-Stream, Freitag, 2. Oktober 2020- 10.30 bis 11.45 Uhr
Colloque d’automne de la Fondation de placement Swiss Life 2020
Cette année, nous vous informerons via une retransmission en direct des nouveautés offertes par la gamme de la Fondation de placement Swiss Life ainsi que des dernières perspectives économiques et financières.
Pour cette douzième édition des Colloques d’automne, nous serons une nouvelle fois accompagnés d’un invité de marque. Nous aurons en effet le plaisir d’accueillir Dr Daniel Koch.
Date et temps - Transmission en direct, mardi 6 octobre 2020 - De 10 h 30 – 11 h 45